Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.

Jonathan Stevens is a financial advisor with GWN Securities Inc. in Cranberry Township, PA, holding a Series 66 designation and 20 years of industry experience. He has been with GWN Securities since 2008. Stevens is also involved in life insurance and annuities as a financial advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Christopher Cashell is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at LPL Financial since 2011 and is also affiliated with Stratos Wealth Partners, Ltd. Cashell has prior experience at Nextier Bank from 2004 to 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Adam Frederick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has held his current role since 2010. He holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm implements investment strategies managed by PNC or third-party strategists using mutual funds and ETFs, relying on algorithm-driven risk assessments and annual rebalancing.

Dawn Porto is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Kent, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, where he provides tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and uses a combination of affiliated and unaffiliated sub-advisors.

Jack Kremer is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He joined the firm in 2026, having previously worked at LPL Financial and PNC. He recently completed his studies at the University of Pittsburgh. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and model portfolios.

Amy Porado is a financial advisor with Eagle Strategies (a New York Life affiliate) based in Gibsonia, PA. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her advisory role, she worked in various rehabilitation and therapy positions from 2013 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Michael Culhane II is a CFP® with nine years of industry experience, currently working at The Huntington Investment Company in Pittsburgh, PA. His career includes multiple roles within Huntington-affiliated entities as well as a recent position at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, high-net-worth clients, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering wrap-fee programs and custodial services through National Financial Services.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Darin Lusch is a financial advisor with Valic Financial Advisors in Allentown, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and Health Network Laboratories. Outside of his advisory work, he serves as treasurer for the Troxell family reunion, managing annual financial reporting and transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nelson Person is a Series 66 credentialed financial advisor with 21 years of industry experience. He has served at Apollo Trust Company since 2009 and holds roles as president, CEO, and director at Apollo Trust Company/Apollo Bancorp, Inc., a commercial bank and bank holding company. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive non-discretionary book and lending marketplace.

Edward Jenkins III is a financial advisor at Farther with 17 years of industry experience. He previously worked at Snow Capital Management LP for 17 years and at 79 Financial LLC for three years. He holds Series 63 and Series 65 licenses. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, employing a Modern Portfolio Theory-based approach with proprietary model portfolios and automatic rebalancing.

Dominic Marfisi is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has seven years of industry experience and has been with Valic Financial Advisors since 2019. In addition to his advisory role, he is an agent for Agia, working with non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Mark Manetti is a CFP® professional with 20 years of experience in the financial advisory industry. He currently serves at Farther Finance Advisors and previously worked for nearly two decades at Allegheny Financial Group. Outside of his advisory role, he holds several managing member and board positions in investment-related and manufacturing entities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income, while providing discretionary investment management and retirement plan consulting services.

Evan Hood is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and North Park Lounge Cranberry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account that uses algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Kevin Gertz is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2006 and also works with Agia. Outside of his advisory role, he serves as the Supervisor of Off Ice Officials for the New Jersey Devils, overseeing the off-ice officiating crew during home games. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.

Brian Johns is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.